A Premium-Based Retirement Portfolio Can Outperform Index Funds by 20%

Reported 11 months ago

Dimensional Fund Advisors suggest that retirement savers can achieve better outcomes by focusing on size, value, and profitability premiums in their portfolios, rather than solely relying on broad market index funds. Research shows that a portfolio emphasizing these premiums could potentially leave an investor with at least 20% more money by age 65, even with lower-than-average market returns. This strategy, as tested by DFA, resulted in higher median assets and lower failure rates compared to traditional broad market portfolios, offering a potentially more lucrative approach to retirement planning.

Source: YAHOO

View details

You may also interested in these wikis

Back to all Wikis